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Co-browsing for Salesforce by Unblu

By Unblu Inc.

Secured, side-by-side assistance for your customers

No Ratings

Starting at $55 USD/user/month

Pricing Details

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Industries: Financial Services

Business Need: Customer Service
Collaboration
Agent Productivity

Requires: Financial Services Cloud

Compatible With: Financial Services Cloud

More Details

With over 170 co-browsing and digital communication channel implementations, Unblu is a proven leader in enabling real-time collaboration in both support and sales use cases with customers and prospects.

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Financial Services Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Financial Services Cloud

Salesforce Editions: Professional
Enterprise
Unlimited
Developer

App Details

Version: Unblu Suite/1.40 1.40.0
Listed On: 09/11/2023
Latest Release: 09/11/2023

Supported Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades.: No Limits
Lightning Ready
Managed Package

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 6
Custom Tabs: 2
Custom Apps: 1

Lightning Components: Global: 4
App Builder: 0
Community Builder: 0

Languages: Arabic
Dutch
English
French
German
Italian
Portuguese
Simplified Chinese
Spanish
Traditional Chinese

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

1.40.0

Last Reviewed Date

08/09/2023

Additional Details

The integration builds upon customer journeys that have been initiated within a Salesforce chat or phone call. With the Unblu app, the agent has the option to escalate the interaction to a Co-Browsing session accompanied by video or voice support if necessary, without leaving the current platform. WHAT CAN BE CO-BROWSED? * Public website or secure customer portal Helping customers to find the right product, guiding them through performing transactions online, or as simple as helping them to reset a password or update an address. * Mobile application, iOS or Android All the benefits of co-browsing in a mobile environment for the most convenient experience on the go. * Documents such as PDF forms, agreements View the same document together, highlighting or editing sections simultaneously. * Third-party websites Co-Browse external websites to carry out joint research, featuring highlighting and other collaboration tools. WHICH DATA IS SYNCHRONIZED INTO SALESFORCE? All data pertaining to the co-browsing session or voice/video call - such as timestamps, participants, URL of pages navigated, customer rating (if needed), and links to recordings (if needed).

Need help?

Unblu Inc.

Basel, Switzerland

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